We are an award-winning Inheritance Tax service provider. Our services seek to provide relief from inheritance tax after two years whilst allowing investors to maintain control over their capital. Wealth preservation is at the forefront of our investment philosophy. We specialise in services that provide diversification and create a robust legacy for future generations. Our partner programme comprises organisations that focus on estate planning, such as legal, tax advisory and trustee services. Together, we enable financial advisers to deliver a comprehensive intergenerational service to their clients.